BTS Asset Management’s Marsh MRSH Stock Holding History

BTS Asset Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,164	Closed	-$473K	–	39
2025 Q2	$473K	Buy	+2,164	New	+$489K	0.57%	10

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BTS Asset Management's MRSH Position: Q3 2025 in Review

BTS Asset Management sold out of Marsh (MRSH) in Q3 2025, closing a stake of 2,164 shares — an estimated $473K sold.

BTS Asset Management first reported a position in MRSH in Q2 2025 and held it in 1 quarter. The position peaked at $473K in Q2 2025. 1,572 funds tracked by Wall St. Rank hold MRSH as of Q3 2025.

BTS Asset Management reported no remaining Marsh position as of Q3 2025 after selling out during the quarter.
BTS Asset Management sold 2,164 Marsh shares in Q3 2025, an estimated $473K.
BTS Asset Management first reported a position in Marsh in Q2 2025 and held it in 1 quarter.
BTS Asset Management's Marsh position peaked at $473K in Q2 2025.
1,572 funds tracked by Wall St. Rank held Marsh as of Q3 2025.

Based on BTS Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.